Cognitive Pretesting of W&I Taxpayer Experience Survey (TES)

90713301

Web survey to be administered to AmeriSpeak panelists to recruit interested panelists

[SP, PROMPT]

S1a.

Did you or your spouse file a Federal Income Tax Return in 2019 for income earned in 2018?

CAWI RESPONSE OPTIONS

1 Yes, I or my spouse filed a federal tax return

2 No, neither I nor my spouse filed a federal tax return [TERMINATE]

77 Not sure [TERMINATE]

S7.

How familiar are you with how your tax return was prepared and filed this year?

1. Very familiar

2. Somewhat familiar

3. Not very familiar [TERMINATE]

4. Not familiar at all [TERMINATE]

[DISPLAY2]

We want to find out about your experience filing taxes this year. We are partnering with the consulting firm ICF on behalf of the IRS to provide feedback on a survey being developed on this topic by inviting a small number of AmeriSpeak panelists to participate in some interviews via phone and web.

[DISPLAY3]

If you would like to participate, a researcher from ICF will call you during the date and time you choose between [DATE] and [DATE]. You will get to preview a web survey that we are currently developing and provide LIVE feedback on the survey questions!

The interview will take about an hour to complete and panelists who complete the interview will receive <u>40,000 AmeriSpeak points (worth $40!)</u>.

[SP; PROMPT]

S1.

Are you willing and available to participate in this type of interview?

You will need to have access to a phone and a computer connected to the internet at the time of the interview.

You will get a chance tell us the best date/times for an interview with a researcher from ICF on the following screens.

1. Yes

2. No

[IF RACETHNICITY=4 and S1=1, SP; PROMPT]

S1_2.

Would you be interested in participating in Spanish? Feedback on our Spanish-language survey would be especially helpful to make sure we get it right!

1. Yes

2. No

[IF S1=1; GRID, MP ACROSS, MP DOWN]

S2.

While we may not be able to accommodate everyone’s preferences, we would like to know the most convenient time you to participate in the 1 hour interview.

Which days and times are you available to be interviewed? Keep in mind, you will want 1 hour in a quiet place with access to the internet. You will be reviewing a web survey live, while chatting on the phone!

Please select all your preferred time slots.

Date	9 AM – 10 AM	10 AM – 11 AM	11 AM – 12 PM	12 PM – 1 PM	1 PM – 2 PM	2 PM – 3 PM	3 PM – 4 PM	4 PM – 5 PM	5 PM – 6 PM	6 PM – 7 PM
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Thursday, May 11	□	□	□	□	□	□	□	□	□	□

[IF S1=1; 3x numboxes]

S4.

What phone number would you like us to call you on?

Enter phone number: ([xxx]) [xxx]-[xxxx]

Record as: (S4_TEL1) S4_TEL2-S4_TEL3

Leave Refusals as blank (no need to record)

[DISPLAY4]

Thank you for your interest in participating in a phone interview with researchers from ICF!

If you are selected, AmeriSpeak Support will send you email reminders so you don’t miss out on this opportunity to help us develop our survey!

Email reminder #1 to be sent to recruited panelists (from NORC)

Email subject: You’re in! Upcoming phone interview confirmation (worth $40!)

Email body:

Hello,

Thank you for your interest in participating in a one-hour phone interview! A member of the survey development team from ICF will give you a call on [DATE] at [TIME], your local time.

When you complete the interview, you will earn 40,000 AmeriPoints (worth $40!).

Please make sure you have internet access from a computer and are in a quiet place to talk during your scheduled interview time.

Within 24 hours of your scheduled interview session, a researcher from ICF will send you an email with a link to use to join them online to view the survey during your interview. You will also receive a phone call from ICF for your interview.

Before your interview time, please review the following materials. In order to participate, you must read these before your interview on [DATE] at [TIME].

Link to materials

Only a few people have been selected to participate in these interviews. If something comes up and you will not be able to talk with ICF at the scheduled time, please contact them directly at TaxpayerSurvey@icf.com or 1-844-282-3435 so they can reschedule your interview or allow someone else to participate.

Sincerely,

The AmeriSpeak Support Team

Email reminder #2 to be sent to recruited panelists (from ICF)

Email subject: Your phone interview with ICF is coming up!

Email body:

Hello,

Thanks again for your interest in participating in this exclusive opportunity for AmeriSpeak panelists. For completing this one-hour phone interview, you will receive 40,000 AmeriPoints (worth $40). A member of the survey development team from ICF will call you at [TIME], your local time [IF NEEDED:tomorrow/Monday].

Please make sure you have internet access from a computer and are in a quiet place to talk. You will receive a call from the ICF researcher at xxx-xxx-xxxx.

Sincerely,

ICF, in collaboration with AmeriSpeak

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